PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV - Portfolio overview

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV has 120 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 10.73%
2. IVV - ISHARES TR, 8.46%
3. MSFT - MICROSOFT CORP, 8.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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